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Loveless Wealth Management LLC Top Holdings
As of  06/30/2022, below is a summary of the Loveless Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Loveless Wealth Management LLC. In the Loveless Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Loveless Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Loveless Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
EXXON MOBIL CORP 102,737 -10,997 $8,798
     XOM102,737-10,997$8,798
REALTY INCOME CORP 65,554 +148 $4,475
     O65,554+148$4,475
SELECT SECTOR SPDR TR (XLU) 60,799 +2,121 $4,264
     XLU60,799+2,121$4,264
ABBVIE INC 25,045 -405 $3,836
     ABBV25,045-405$3,836
SELECT SECTOR SPDR TR (XLK) 29,949 +22 $3,807
     XLK29,949+22$3,807
DEERE & CO 12,457 -65 $3,730
     DE12,457-65$3,730
APPLE INC 26,286 -316 $3,594
     AAPL26,286-316$3,594
SELECT SECTOR SPDR TR (XLP) 48,171 +455 $3,477
     XLP48,171+455$3,477
CATERPILLAR INC. 17,320 -160 $3,096
     CAT17,320-160$3,096
SELECT SECTOR SPDR TR (XLB) 41,092 +849 $3,024
     XLB41,092+849$3,024
SELECT SECTOR SPDR TR (XLC) 51,525 +825 $2,796
     XLC51,525+825$2,796
SCHWAB STRATEGIC TR 38,721 +1,320 $2,774
     SCHD38,721+1,320$2,774
SELECT SECTOR SPDR TR (XLV) 21,267 +82 $2,727
     XLV21,267+82$2,727
JOHNSON & JOHNSON 15,055 -150 $2,672
     JNJ15,055-150$2,672
VANGUARD BD INDEX FDS (BIV) 32,950 -420 $2,559
     BIV32,950-420$2,559
NUTRIEN LTD 31,500 +20 $2,510
     NTR31,500+20$2,510
ZOETIS INC 13,289 -90 $2,284
     ZTS13,289-90$2,284
MDU RES GROUP INC 83,983 +49 $2,267
     MDU83,983+49$2,267
SELECT SECTOR SPDR TR (XLY) 16,286 +111 $2,239
     XLY16,286+111$2,239
MICROSOFT CORP 8,703 -13 $2,235
     MSFT8,703-13$2,235
GLACIER BANCORP INC NEW 46,453 -274 $2,203
     GBCI46,453-274$2,203
QUALCOMM INC 17,218 +5 $2,199
     QCOM17,218+5$2,199
PROCTER AND GAMBLE CO 14,840 +75 $2,134
     PG14,840+75$2,134
SELECT SECTOR SPDR TR (XLF) 66,956 +390 $2,106
     XLF66,956+390$2,106
BLACKROCK UTILS INFRASTRUCTU 95,730 +75 $2,095
     BUI95,730+75$2,095
WEC ENERGY GROUP INC 20,580 +145 $2,071
     WEC20,580+145$2,071
COSTCO WHSL CORP NEW 3,891 +18 $1,865
     COST3,891+18$1,865
MCDONALDS CORP 7,496 +5 $1,851
     MCD7,496+5$1,851
WEYERHAEUSER CO MTN BE 55,109 -100 $1,825
     WY55,109-100$1,825
AZENTA INC 24,329 +24,329 $1,754
     AZTA24,329+24,329$1,754
FIRST INTST BANCSYSTEM INC 43,980 UNCH $1,676
     FIBK43,980UNCH$1,676
KIMBERLY CLARK CORP 12,345 UNCH $1,668
     KMB12,345UNCH$1,668
SELECT SECTOR SPDR TR (XLI) 18,155 +90 $1,586
     XLI18,155+90$1,586
SELECT SECTOR SPDR TR (XLRE) 38,626 +400 $1,578
     XLRE38,626+400$1,578
UNION PAC CORP 7,117 +7 $1,518
     UNP7,117+7$1,518
AMERICAN ELEC PWR CO INC 14,755 +450 $1,416
     AEP14,755+450$1,416
MONDELEZ INTL INC 22,675 -165 $1,408
     MDLZ22,675-165$1,408
VANGUARD WORLD FDS (VHT) 5,655 UNCH $1,332
     VHT5,655UNCH$1,332
VERIZON COMMUNICATIONS INC 26,181 UNCH $1,329
     VZ26,181UNCH$1,329
ALLSTATE CORP 10,373 -134 $1,315
     ALL10,373-134$1,315
ABBOTT LABS 12,060 UNCH $1,310
     ABT12,060UNCH$1,310
BK OF AMERICA CORP 41,937 +125 $1,305
     BAC41,937+125$1,305
CISCO SYS INC 30,613 -200 $1,305
     CSCO30,613-200$1,305
DISNEY WALT CO 13,797 -210 $1,302
     DIS13,797-210$1,302
SPDR SER TR (XHB) 23,303 -3,835 $1,275
     XHB23,303-3,835$1,275
HOME DEPOT INC 4,445 UNCH $1,219
     HD4,445UNCH$1,219
SELECT SECTOR SPDR TR (XLE) 17,024 +1,020 $1,217
     XLE17,024+1,020$1,217
BRISTOL MYERS SQUIBB CO 15,182 UNCH $1,169
     BMY15,182UNCH$1,169
COHEN & STEERS INFRASTRUCTUR 43,341 UNCH $1,097
     UTF43,341UNCH$1,097
NVIDIA CORPORATION 6,720 +175 $1,019
     NVDA6,720+175$1,019

See Full List: All Stocks Held By Loveless Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Loveless Wealth Management LLC

Size ($ in 1000's)
At 06/30/2022: $152,748
At 03/31/2022: $177,027

Loveless Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Loveless Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Loveless Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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